The purpose of the Customer Address Record View is to add, edit, and remove Customer Address records. From here, users can add, edit, remove, and activate/inactivate these records.

Software Version: 2023.08.31 and newer

[ 1 Page Header ] [ 2 Properties Tab ] [ 3 Attributes Tab ] [ 4 Contacts Tab ] [ 5 Sales Programs Tab ] [ 6 Catalog Tab ] [ 7 Favorites Tab ] [ 8 Price Lists Tab ] [ 8.1 Related Topics ] [ 8.1.1 Page Definitions ] [ 8.1.2 Technical Details ]

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Fields	Description
Address	This is a single select lookup that identifies the Customer Address, displayed as: [Address ID] - [City], [State] - [Customer Name] ([Customer ID]). The lookup contains the list of all Customer Address IDs. If changed, the details below will be updated to reflect the new Address ID. Database Fields: ERPx_ARCustomer.Address.AddressID, ERPx_ARCustomer.Address.City, ERPx_ARCustomer.Address.State, ERPx_ARCustomer.CustomerID, ERPx_ARCustomer.CustomerDescription
Customer	This is a non-editable lookup that identifies the Customer, displayed as [Customer ID] - [Customer Name] that the Address belongs to. This default from the Customer that was added on New. Database Fields: ERPx_ARCustomer.CustomerID + ERPx_ARCustomer.CustomerDescription

Properties Tab

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Fields	Description
Properties
Value
Group: ID and Descriptions
Address Name	This is a text box to assign/edit the value for the Address Name that applies to the Address ID. This defaults from the Customer Name entered on the Properties tab but can be overwritten and must be <=150 characters. This is required and if missing the message "Customer Processing Failed: ([CustomerID]): Address Name is required." will be displayed on Save. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressName
Address ID	This is a text box to assign/edit the value of the Address ID. This defaults to "Primary" and is required to be unique by Customer (For example, every Customer can have an Address ID of 'PRIMARY' but that ID can only be used once for each Customer account) and must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressID
Group: Address
Address Type	This is a single select lookup that defaults to "Both", is required, and is always editable. This lookup contains the values in the AddressType Enumeration Class. Database Field: ERPx_ARCustomerAddress.AddressTypeEN
Address 1	This is a text box to assign/edit the 'Address 1' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine1
Address 2	This is a text box to assign/edit the 'Address 2' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine2
Address 3	This is a text box to assign/edit the 'Address 3' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=75 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.AddressLine3
City	This is a text box to assign/edit the 'City' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=35 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.City
State	This is a text box to assign/edit the 'State' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=30 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.State
Zip	This is a text box to assign/edit the 'Zip' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=15 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Zip
Country	This is a text box to assign/edit the 'Country' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=50 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Country
Phone	This is a text box to assign/edit the 'Phone' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Phone1
Fax	This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Fax
Email	This is a text box to assign/edit the 'email' value for the Address ID. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable. Database Field: ERPx_ARCustomerAddress.Email
Group: Configuration
Attribute Class	This is a single-select lookup that defaults to blank, is not required, and is always editable. Once assigned, the Attributes belonging to the Attribute Class will be visible and editable on the Attributes Tab. This is always editable. The lookup contains a blank value, the current assigned value, and a list of all the 'Attribute Classes' with an 'Attribute Type' of "Customer Address Attribute Class". Database Field: ERPx_ARCustomerAddress.AttributeClassSK
Sales Order Site	A single select lookup to identify the default 'Site' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Sites. Database Field: ERPx_ARCustomerAddress.SiteSK
Sales Order Carrier	A single select lookup to identify the default 'Carrier' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Carriers. Database Field: ERPx_ARCustomerAddress.CarrierSK
Salesperson - Outside	A single select lookup to identify a default 'Outside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Outside Salespersons. Database Field: ERPx_ARCustomerAddress.SalespersonSK
Salesperson - Inside	A single select lookup to identify a default 'Inside Salesperson' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Inside Salespersons. Database Field: ERPx_ARCustomerAddress.InsideSalespersonSK
Item Access	A single select lookup to identify how access to sales items are established for the Address ID. This defaults to "Inherit Item access from Customer" but is always editable. The available options include: Allow access to all Items: Any item from the Item Master can be sold to the Customer Adddress. Inherit Item access from Customer: The rules for the Address are controlled by the "Full Item Access" property on the Customer Record View. Limit access to only assigned Item Sets: Only the Items included on the Item Set(s) assigned on the Customer Address 'Catalog Tab' can be sold to the Customer. This lookup contains the values in the ARItemAccessOption Enumeration Class. Database Field: ERPx_ARCustomerAddress.ARItemAccessOptionEN
Tax Class	This field is not currently used, it is managed at the Customer level. A single select lookup to assign the Tax Class to the Customer Address. This defaults to blank for new records, is not required and is always editable. Tax Classes are used to calculate sales tax on Quick Sales transactions. Database Field: ERPx_ARCustomerAddress.TaxClassSK
Freight Terms	A single select lookup to identify the default 'Freight Terms' for the Customer Address. This defaults to blank, is not required, and is always editable. If assigned, this will default on new Sales Order transactions (but can be overwritten). The lookup contains a blank value, the current assigned value, and the list of all 'Active' Freight Terms. Database Field: ERPx_SOFreightTerms.Name
Sales Order Freight Programs	This field is not used. Database Field: ERPx_ARCustomerAddress.SOFreightProgramsEN

Attributes Tab

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Fields	Description
Attribute	The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Customers).
Available
Value

Contacts Tab

This tab shows the list of all Contacts that belong to the customer address.

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Fields	Description
Contact Type	This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. Database Field: ERPx_ARCustomerContact.ContactTypeSK
Email	This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Email
Fax	This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Fax
Name	This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Name
Note	This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Note
Phone	This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_ARCustomerContact.Phone

Sales Programs Tab

This tab shows the list of all Sales Programs that are applicable to the customer address. This grid is informational only, it is not editable.

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Fields	Description
Address ID	A text box to identify the Customer Address ID assigned to the Sales Program. Database Fields: ERPx_ARCustomerAddress.AddressID, ERPx_SPProgramCustomerAddress.CustomerAddressSK, ERPx_SPProgram.ProgramHeaderSK
Active	A textbox to identify if the Sales Program is 'Active'. If "Yes" the Program is Active, if blank the Program is Inactive. Database Fields: ERPx_SPProgram.IsInactive
End	A textbox to identify if the 'End Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.EndDate
Program	A hyperlink to identify the Program ID. Clicking on the hyperlink opens the Program Record View within the page. Database Fields: ERPx_SPProgram.ProgramID
Program Class	A textbox to identify the Program Class assigned to the Program ID. Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgram.ProgramClassSK
Program Type	A textbox to identify the Program Type. Program Types can be as follows: Database Fields: ERPx_SPProgramClass.ClassName, ERPx_SPProgramCustomerAddress.ProgramHeaderSK
Start	A textbox to identify if the 'Start Date' assigned to the Sales Program. Database Fields: ERPx_SPProgram.StartDate

Catalog Tab

This tab shows the list of Item Sets, containing the list of Items, that the customer address has rights to purchase.

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Fields	Description
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Item Set

Favorites Tab

This tab shows the Favorite Items belonging to the customer address.

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Fields	Description
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# Substitute Items	A hyperlink that displays the count of the substitute items assigned to the Customer Favorite Item. This defaults to the text 'Add' and shows the count once one or more substitute items have been assigned. Clicking on the hyperlink opens the 'Assign Substitute Items' page.
Customer Item Description	A textbox that identifies the Item Description the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 105 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemDescription
Customer Item ID	A textbox that identifies the Item ID the customer uses to describe the Item. This defaults to blank, is not required, is always editable, and duplicates are allowed. If entered it must be <= 50 characters. This can be used to overwrite the Item Description displayed on Sales Invoices for the Customer. Database Field: ERPx_ARCustomerFavorite.CustomerItemID
Item	This defaults to blank, is required, is not editable after save, and duplicates are not allowed. The lookup contains a blank record and the list of all 'Active' Items. Database Field: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_ARCustomerFavorite.ItemSK,
Price UOM	This defaults from the 'Sales - Price' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.PriceUOMSK
Seq.	A textbox that identifies the sequence the Favorite items will be displayed. This defaults to the next number based on the count of favorites for the Customer. This can only be edited by using Drag & Drop to move Favorite Items. Database Field: ERPx_ARCustomerFavorite.LineItemSort
Unit UOM	This defaults from the 'Sales - Units' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.UnitsUOMSK
Weight UOM	This defaults from the 'Sales - Weight' UOM assigned to the item, is required, and is always editable. The lookup contains all the UOMs on the UOM Schedule assigned to the Item. Database Field: ERPx_IMUOM.UOMID, ERPx_ARCustomerFavorite.WeightUOMSK

Price Lists Tab

This tab shows the list of Price Lists the customer address is assigned to. They are listed in the sequence they are evaluated. Nothing within the grid is editable except the sequence the price lists are shown. The sequence can be changed using drag & drop.

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Fields	Description
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Currency	A textbox to identify the Currency assigned to the Price List. This should always match the Currency assigned to the Customer. Database Field: ERPx_MFPriceListHeader.CurrencySK
Description	A textbox to identify the Price List's Description. Database Field: ERPx_MFPriceListHeader.Description
Freight Included	A Yes/No lookup to identify if the prices include freight or not. If "Yes" the prices are considered to be 'Delivered Price' if "No" the prices are considered FOB. Database Field: ERPx_MFPriceListHeader.IsFreightIncluded
Price List